SIC
ELV icon

Shoker Investment Counsel’s Elevance Health ELV Stock Holding History

Shoker Investment Counsel’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Hold
688
– – 0.06% 108
2025
Q4 		$241K Buy
688
+50
+8% +$16.9K 0.07% 102
2025
Q3 		$206K Hold
638
– – 0.06% 110
2025
Q2 		$248K Hold
638
– – 0.08% 101
2025
Q1 		$278K Buy
+638
New +$256K 0.09% 91

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Shoker Investment Counsel's ELV Position: Q1 2026 in Review

Shoker Investment Counsel held its Elevance Health (ELV) position steady in Q1 2026 at 688 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #108.

Shoker Investment Counsel first reported a position in ELV in Q1 2025 and has held it in 5 quarters since. The position peaked at $278K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Shoker Investment Counsel held 688 shares of Elevance Health worth $201K as of Q1 2026.
  • Shoker Investment Counsel left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up 0.06% of Shoker Investment Counsel's portfolio in Q1 2026, its #108 holding.
  • Shoker Investment Counsel first reported a position in Elevance Health in Q1 2025 and has held it in 5 quarters since.
  • Shoker Investment Counsel's Elevance Health position peaked at $278K in Q1 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.